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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1101
Duncker Streett & Co
Missouri
$550K +$507 +5 +0.1%
NP
1102
NorthRock Partners
Minnesota
$550K +$41.7K +411 +9%
CWM
1103
C2C Wealth Management
Arizona
$550K +$532K +5,243 New
CBT
1104
CoreFirst Bank & Trust
Kansas
$549K – – –
RCM
1105
Radnor Capital Management
Pennsylvania
$545K – – –
CGH
1106
CMG Global Holdings
Texas
$544K – – –
BFC
1107
Bedel Financial Consulting
Indiana
$544K +$4.76K +47 +0.9%
GAM
1108
Gotham Asset Management
New York
$544K +$191K +1,886 +57%
PCS
1109
Personal CFO Solutions
New Jersey
$541K -$48.6K -479 -9%
DMBA
1110
Deseret Mutual Benefit Administrators
Utah
$541K +$20.7K +204 +4%
PFC
1111
Phocas Financial Corp
California
$540K – – –
WFG
1112
Wills Financial Group
Virginia
$538K +$203 +2 +0%
CFS
1113
Cannon Financial Strategists
Georgia
$537K +$11.2K +110 +2%
DLA
1114
Douglas Lane & Associates
New York
$536K -$12.7K -125 -2%
ABC
1115
Associated Banc-Corp
Wisconsin
$535K +$23.5K +232 +5%
TAIM
1116
TD Ameritrade Investment Management
Nebraska
$533K -$61.6K -608 -11%
RCM
1117
RB Capital Management
Nevada
$533K +$3.14K +31 +0.6%
IFG
1118
Independent Financial Group
California
$533K +$212K +2,090 +70%
AWM
1119
Accurate Wealth Management
Florida
$532K +$1.32K +13 +0.3%
AO
1120
Advisor OS
Illinois
$528K +$59.7K +589 +13%
CWM
1121
Curi Wealth Management
North Carolina
$527K +$1.11K +11 +0.2%
PA
1122
PFG Advisors
Arizona
$526K -$194K -1,917 -28%
RWA
1123
Ropes Wealth Advisors
Massachusetts
$524K -$164K -1,619 -24%
FWP
1124
Firethorn Wealth Partners
Georgia
$523K +$505K +4,984 New
BFAG
1125
Blackston Financial Advisory Group
Florida
$522K +$505K +4,978 New
43 44
45
46 47